See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $766,515 | $167,307+358.1% | $143,757+433.2% | $134,475+470.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.79% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,275 | $5,619-77.3% | $4,951-74.3% | $4,740-73.1% |
| Participant deferral / active EE | $7,516 | $6,446+16.6% | $5,637+33.3% | $6,400+17.4% |
| Admin fee / account holder | $30 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |